Joseph
Lux

Blackridge Asset Management, LLC

CRD#2215923
Investment Advisor
in Greensburg, PA

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About this Advisor

Joseph Lux is a certified financial planner who works out of Greensburg, Pennsylvania with 4 years of industry experience. Lux works at Blackridge Asset Management, LLC. During their career, Lux has held roles at Roh Rich Lexus, Dlux Productions, Cca, Cooper Rv, Intrastate Photo, Panechella/Nationwide, American Retirement Institute, My Employer Cares, Blackridge Asset Management, LLC, Retirement Wealth Advisors and Integrity Retirement Solutions. Lux holds Series 63 and Series 65 licenses, qualifying them as both a securities agent and an investment advisor representative, and can work in Pennsylvania. Blackridge Asset Management, LLC is a registered investment business that has its headquarters in Jupiter, FL. The firm has offices in 61 locations and a total of 80 people on staff. It administers $143 million in assets under management across its 806 customer accounts, placing it among the mid-sized firms in the United States by assets under management. Of its 806 accounts, just 7% are held by high-net-worth individuals who have more than $1 million in investable assets. The company provides a number of services, such as financial planning services, portfolio management for individuals and small businesses, selection of other advisers and educational seminars. Fees for financial management largely depend on which service is provided. However, fees charged by Blackridge Asset Management, LLC likely include some blend of asset-based, hourly and fixed fees.

Certifications and Registrations

Series 63, Series 65, CERTIFIED FINANCIAL PLANNER™

Years Registered*

4 years

Services Offered

Financial planning services, Portfolio management for individuals and/or small businesses, Selection of other advisers, Educational seminars/workshops

Fee Structure

Percentage of Assets, Hourly Charges, Fixed Fees

Office Location

1225 South Main Street Suite 107
Greensburg, PA 15601

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Blackridge Asset Management, LLC Brokerage Details

Total Assets Under Management

$142,558,285

PA Average: $1,855,561,029
Total Number of Employees

80

PA Average: 62
Total Number of Accounts

806

PA Average: 2,474
Average Account Size

$176,871

PA Average: $750,025

Investment Advisory Services

  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Selection of other advisers
  • Educational seminars/workshops

Joseph Lux Work History

Joseph has been registered as a financial advisor for 4 years.*

2019 - Present (5 years)

American Retirement Institute

2019 - Present (5 years)

My Employer Cares

2019 - Present (5 years)

Blackridge Asset Management, LLC

2019 - Present (5 years)

Integrity Retirement Solutions

2012 - Present (12 years)

Dlux Productions

2019 - 2019 (< 1 year)

Retirement Wealth Advisors

2017 - 2019 (2 years)

Roh Rich Lexus

2015 - 2015 (< 1 year)

Cca

2014 - 2014 (< 1 year)

Cooper Rv

2014 - 2014 (< 1 year)

Intrastate Photo

2012 - 2014 (2 years)

Panechella/Nationwide

*The number of years registered in this profile is calculated by taking the year of an advisor's first active registration and subtracting it from the current year.

Disclosures

Please visit the SEC profile of Joseph Lux to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.

Financial Advisors at Blackridge Asset Management, LLC

Marilyn Gifford
Jupiter, FL
Ronald Waskow
Jupiter, FL
Kayla Boron
Buffalo, NY
Nathan Ramos
San Antonio, TX
Joseph Lux
Greensburg, PA
John Davenport
Norwalk, CT
Kevin Snow
Jackson, MI
Ernesto Mendoza
El Paso, TX

The content in this profile was updated by SmartAsset on 4/16/2023. All advisor details come from publicly available data, and we cannot guarantee the accuracy of the content. We are unable to make individual profile updates. If you want your profile removed temporarily or permanently, please contact profile-compliance@smartasset.com.

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Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the certification marks CFP® and CERTIFIED FINANCIAL PLANNER™ in the United States, which it authorizes the use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.

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